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Screenshots

  • Balboa Wealth screenshot 1
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  • Balboa Wealth screenshot 3
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About Balboa Wealth

The Balboa Wealth Mobile App allows you to view all of your account information, balances, and financial plan, all from on convenient application on your mobile device.

What’s new

Version 5.19.0 · Updated May 28, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

App privacy

The developer, Balboa Wealth Partners, Inc., reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Identifiers: Device ID
  • Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

Alternatives to Balboa Wealth

Looking for apps like Balboa Wealth? Here are 6 similar apps on the App Store. The highest rated is Tustin Community Bank (5.0/5), and all 6 are free to download.

Balboa Wealth vs. alternatives
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